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-0.33%
This Month
+12.94%
Year To Date
+128.72%
2 Years
+451.28%
5 Years
+451.28%
10 Years
+53.23%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology24.8%
- 🍞 Consumer Non Durables22.04%
- 🖥️ Technology Services21.66%
- 🛍️ Retail Trade12.48%
- 💰 Finance12.27%
- 💇♀️ Consumer Services5.51%
- 💼 Commercial Services1.22%
- 💵 Cash0.02%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq77.54%
- 🇺🇸 NYSE19.93%
- 🇩🇪 FRA2.52%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States95%
- 🇩🇪 Germany2.52%
- 🇦🇺 Australia1.25%
- 🇨🇦 Canada1.22%
Dividends
Dividend Yield
0.2%
6 out of 20 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $NKE (4.24%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 8.8/10
Beta
1.61
1.61
0
0.8
1.2
0
2
Sharpe Ratio
1.45
1.45
0
0.5
1
2
2
Sortino Ratio
3.37
3.37
0
1
2
4
4
Jensen's Alpha
20.23
20.23
-2
0
2
21
21
Omega Ratio
2.52
2.52
0
1
1.5
3
3
Treynor Ratio
2.29
2.29
0
0.75
1.25
3
3
Information Ratio
1.22
1.22
0
0.3
0.6
2
2
Calmar Ratio
1.9
1.9
0
0.3
0.6
2
2
Beta
1.61
1.61
0
0.8
1.2
0
2
Sharpe Ratio
1.45
1.45
0
0.5
1
2
2
Sortino Ratio
3.37
3.37
0
1
2
4
4
Jensen's Alpha
20.23
20.23
-2
0
2
21
21
Omega Ratio
2.52
2.52
0
1
1.5
3
3
Treynor Ratio
2.29
2.29
0
0.75
1.25
3
3
Information Ratio
1.22
1.22
0
0.3
0.6
2
2
Calmar Ratio
1.9
1.9
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
40.52
High:
AMD
183.1AMDLow:
HNST
-23.67HNSTDetails
PEG Ratio
196.44
High:
NOW
471.47NOWLow:
FUBO
1.39FUBODetails
Price/Book
10.74
High:
PLTR
35.97PLTRLow:FUBO
0.33FUBODetails
Price/Sales
9.01
High:
BMNR
368.9BMNRLow:FUBO
0.16FUBODetails
Price/CF
24.21
High:PLTR
138.09PLTRLow:
CAKE.US
8.34CAKE.USDetails
Price/FCF
52.87
High:
NKE
947.69NKELow:
ADBE
10.14ADBEDetails
P/E Ratio
40.52
High:AMD
183.1AMDLow:HNST
-23.67HNSTDetails
PEG Ratio
196.44
High:NOW
471.47NOWLow:FUBO
1.39FUBODetails
Price/Book
10.74
High:PLTR
35.97PLTRLow:FUBO
0.33FUBODetails
Price/Sales
9.01
High:BMNR
368.9BMNRLow:FUBO
0.16FUBODetails
Price/CF
24.21
High:PLTR
138.09PLTRLow:CAKE.US
8.34CAKE.USDetails
Price/FCF
52.87
High:NKE
947.69NKELow:ADBE
10.14ADBEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-28.89% | Nov 2025 | Aug 2026 | 9 |
-16.09% | Aug 2023 | Dec 2023 | 4 |
-15.52% | Feb 2025 | May 2025 | 3 |
-5.99% | Mar 2024 | Jun 2024 | 3 |
-3.89% | Dec 2022 | Jan 2023 | 1 |
-3.79% | Jan 2024 | Feb 2024 | 1 |
-3.26% | Apr 2023 | May 2023 | 1 |
-2.65% | Feb 2023 | Mar 2023 | 1 |
-0.33% | Sep 2026 | - | 1 |